January 31, 2020 Event organized by:

Case Topic: Target-Date Funds 3.0

Target-date mutual funds are a highly-popular investment vehicle for retirement saving. Assets exceeded $1 trillion as of year-end 2018 and a majority of 401(k) plans now offer target-date options. But target-date funds have been around nearly 25 years and it’s time to update their asset allocation strategies, underlying investments and delivery mechanisms! For the 2020 Investment Portfolio Case Competition, students will review a case study of a fictional firm seeking to design a new and improved version of their old target-date fund family. Teams will present their innovative ideas in the competition, that are based on careful review of retirement-savers’ needs and rigorous testing of their new investment strategies.